Lakeshore Wealth Group

Lakeshore Wealth Group

Lakeshore Wealth Group and B. Riley Wealth share a deep commitment to always putting the financial well-being of our clients first. Backed by the extensive resources of B. Riley, we are able to provide our clients with highly individualized solutions that meet their goals for life, retirement and legacy planning.

B. Riley Wealth Management offers access to an expansive suite of comprehensive wealth management solutions, backed by in-house expertise. The combination of customizable resources and personalized support is just one of the many reasons we know this is the right place to serve you and your financial well-being today, tomorrow and into the future. Learn more about the firm here.

We look forward to working with our clients to develop a strategic plan that addresses all aspects of your financial picture, including:

• Insurance planning
• Legacy planning^†
• Balance sheet management
• Investment management
• Liquidity / cash management
• Tax planning^†
• 401(k) consulting
• Workplace financial wellness

Visit the About Us section to learn more about Lakeshore Wealth Group and our approach to delivering the guidance you need to achieve your financial goals.

^† Services offered in coordination with third-party advisors or providers.